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Joseph Pecoraro

Forza Wealth Advisory Services LLC

Penfield, NY

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Current Employers
Forza Wealth Advisory Services Llc

Penfield, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-29
  • NY RA
    APPROVED
    Since 2021-11-29

Branch Locations

Penfield, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Consiliarium Group Llc Pittsford NY 05/2016 Present
Forza Wealth Advisory Services Llc Penfield NY 05/2016 Present
Other Businesses

Commissions are limited to socialized broker commissions for medical products sold to a group level. No direct individual policies are involved.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-23
  • S65 Uniform Investment Adviser Law Examination
    2016-02-23

View on SEC IAPD

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